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JM

Jacob A. Martin

S.E.E.D. PLANNING GROUP
BINGHAMTON, NY 13901
CRD#: 8134193
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JM
Jacob Andrew MartinS.E.E.D. PLANNING GROUP

Professional summary

Jacob Andrew Martin is a registered financial advisor currently at S.E.E.D. PLANNING GROUP, LLC located in Binghamton, New York.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jacob has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Andrew Martin's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 2, 2025 - Present

S.E.E.D. PLANNING GROUP, LLC

Office #1: 31 Lewis Street Suite 401, Binghamton, NY 13901
RIA
CRD#: 188521
BINGHAMTON, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
S.E.E.D. PLANNING GROUP, LLC
S.E.E.D. PLANNING GROUP, LLC
S.E.E.D. PLANNING GROUP, LLC | SUITE(K) | SPROUT | SIFT INVESTMENT MANAGEMENT | SEEDS OF HOPE | S.E.E.D. WEALTH MANAGEMENT

CRD#: 188521 / SEC#: 801-91167

RIA
Registered Investment Advisory firm - (4/16/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(9/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/2/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/30/2026
Securities Industry Essentials Examination

Current Firm

S.E.E.D. PLANNING GROUP, LLC
S.E.E.D. PLANNING GROUP, LLC
S.E.E.D. PLANNING GROUP, LLC | SUITE(K) | SPROUT | SIFT INVESTMENT MANAGEMENT | SEEDS OF HOPE | S.E.E.D. WEALTH MANAGEMENT

CRD#: 188521 / SEC#: 801-91167

RIA
Registered Investment Advisory firm - (4/16/2015 Approved)
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Contact information

Main Address
31 Lewis Street Suite 401, Binghamton, NY 13901
Mailing Address
Phone number
(607) 217-5091
Established
Firm type
Fiscal year end
# of Employees
28

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

S.E.E.D ADV2A (2/3/2026)

Regulatory assets under management

Total Number of Accounts2,027
AUM (Assets Under Management)$ 567,976,608

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

S.E.E.D. PLANNING GROUP, LLC

S.E.E.D. PLANNING GROUP, LLC

CRD#: 188521Binghamton, NY 13901

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